See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,747 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 8.26% | 22.30%-14.0pp | 46.47%-38.2pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,641 | $2,692-1.9% | $3,660-27.8% | $2,471+6.9% |
| Participant deferral / active EE | $4,126 | $3,282+25.7% | $4,370-5.6% | $3,740+10.3% |
| Admin fee / account holder | $449 | $4,400-89.8% | $5,945-92.5% | $5,306-91.5% |